Launchpad for Personalized Banking: 12-week POC


Your customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services

Your customers expect every interaction to be easy, personalized and secure and Avtex has been crafting customer experiences(CX) for 45 years. Powered by Microsoft Cloud for Financial Services, Dynamics 365 Marketing, Customer Insights and expert consultants, Avtex is helping Financial Institutions provide frictionless CX designed for human experiences including:

  • Transforming interactions into personalized experiences that drive results
  • Building memorable journeys across all touchpoints
  • Proactively advising customers on financial health, including life moments
  • Informing decisions with AI and unified customer data
  • Converting prospects into loyal customers

Services Provided*

    Week 1/2
    • Determine use cases for segmenting and targeting
    • Review data sources for profiles and activities
    • Gather requirements for marketing outcomes and journeys
    • Configure Sandbox/Production environments
    • Import Customer/activity data sources into Dynamics 365 Customer Insights
    Week 3/4
    • Unify data sources into a customer profile in Customer Insights
    • Base configuration of Dynamics 365 Marketing
    • Setup Contacts, Accounts and Leads for Marketing
    Week 5/6
    • Design custom Marketing entities
    • Create e-mail templates, Landing Pages and forms
    • Create activities, relationships, indexes and measures in Customer Insights
    Week 7/8
    • Configure Customer Insights and Marketing integration
    • Implement Marketing journeys
    • Analyze data to identify segments relevant to your goals
    Week 9/10
    • Configure out of the box reporting for Marketing
    • UAT/Training
    Week 11/12
    • Go Live, Deployment and Hypercare
    • Final executive playback
    • Next step recommendations

*Est. dependent on complexity of journeys, templates, landing pages, forms, measures, entities and workflows

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